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TaxCaddy

TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from an
SurePrep

The SurePrep Mobile App makes communicating with your TaxCaddy clients a breeze by allowing you to send and reply to messages from your mobile device without requiring you to log into SurePrep FileRoom. When clients send you messages you can view them and respond in seconds. Waiting on a document fr